About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services (Retirement Plan Administration).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an entry-level Associate Account Manager to provide high-quality phone and email support for 401(k) plan clients. This is a client-facing, team-based role where you’ll learn retirement plan administration, receive paid training, and work toward industry credentials (QKA support provided). The role is hybrid: four days per week on-site in Houston, TX, and one day remote.

• Provide timely, professional support to plan sponsors and participants on 401(k) plan questions (census submissions, Form 5500, basic plan rules).
• Troubleshoot web/portal access, reset passwords, and resolve VOIP/phone routing issues as needed.
• Follow up with clients by phone or email to gather missing information and ensure timely plan servicing.
• Document all client interactions and casework in the firm’s workflow system.
• Collaborate with account managers and cross-functional teams to deliver a positive client experience.
• Meet weekly goals and contribute to a results-oriented team environment.
• Complete assigned training and actively work toward obtaining industry designations (QKA).
• Assist with additional duties to balance workloads and broaden training exposure.

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Qualifications

• Bachelor’s degree required.
• Customer service experience or help-desk exposure is a plus.
• Strong written communication skills and ability to compose professional emails.
• Excellent verbal communication and phone etiquette.
• Solid time management, organization, and ability to multi-task.
• Comfortable using Microsoft Office and standard business software.
• Exposure to VOIP phone systems is a plus.
• Coachable, committed to continuous learning, and able to follow established procedures.

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Salary & Benefits

• Base salary: $55,000 - $60,000 per year.
• Salaried, non-exempt position.
• Medical, dental, disability, and life insurance.
• Paid time off.
• 401(k) plan with employer match.
• Paid training and support for study time, exam fees, and professional membership to pursue industry credentials.

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Work Location & Hours

• Hybrid role — required to work on-site in the Houston, TX office four days per week; up to one remote day per week.
• Position begins January 2027.
• Standard business hours, 40 hours per week. Choose a start time between 7:30 AM and 8:30 AM CST.
• Must be authorized to work for any U.S. employer.
• Regular video meetings via Microsoft Teams (or equivalent).
• All necessary computer equipment will be supplied.

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About the Role & Career Path

This position is an entry-level opportunity within a national third-party retirement plan administration team. You’ll gain hands-on experience in 401(k) plan servicing, be supported to earn industry credentials, and have clear advancement paths for high performers (QKA-eligible employees may apply for other roles after ~18 months).

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.